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iShares Short Maturity Bond ETF

365 hedge funds and large institutions have $2.71B invested in iShares Short Maturity Bond ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 121 increasing their positions, 150 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-9
Holders Change %
-2.41%
% of All Funds
6.37%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
29
Increased
121
Reduced
150
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VC
226
Vicus Capital
Pennsylvania
$478K -$61.4K -1,223 -11%
BWP
227
Bernardo Wealth Planning
Pennsylvania
$455K -$105K -2,090 -19%
PA
228
Parallel Advisors
California
$452K +$151K +3,002 +50%
MWM
229
Midwest Wealth Management
Indiana
$451K
MM
230
Meridian Management
Arkansas
$449K -$118K -2,350 -21%
FA
231
Fountainhead AM
New Jersey
$420K
APWA
232
Atlas Private Wealth Advisors
New Jersey
$412K -$19.6K -391 -5%
AW
233
ACG Wealth
Georgia
$401K
HB
234
Homrich & Berg
Georgia
$401K +$55.1K +1,099 +16%
FHA
235
Flagship Harbor Advisors
Massachusetts
$401K +$86.7K +1,726 +28%
CWA
236
Clearview Wealth Advisors
Oregon
$397K -$276K -5,490 -41%
FCM
237
Firestone Capital Management
Florida
$393K -$282K -5,616 -42%
FA
238
Fortis Advisors
Pennsylvania
$392K +$66.2K +1,320 +20%
TI
239
Tidal Investments
Wisconsin
$390K -$10.5K -209 -3%
NWM
240
Northwest Wealth Management
Iowa
$387K
SAM
241
Strategy Asset Managers
California
$384K +$40.7K +810 +12%
WA
242
Wealth Alliance
New York
$383K -$69.3K -1,383 -15%
SG
243
Somerset Group
Minnesota
$383K
RCM
244
Requisite Capital Management
Texas
$381K -$250K -4,985 -40%
RWA
245
Ropes Wealth Advisors
Massachusetts
$381K
MM
246
Main Management
California
$381K
SWM
247
Sugarloaf Wealth Management
Georgia
$373K -$1.35K -27 -0.4%
MFS
248
Madrona Financial Services
Washington
$359K
RIG
249
RiverFront Investment Group
Virginia
$358K +$6.77K +135 +2%
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$353K